termgrid - Solutions Architect
Upload My Resume
Drop here or click to browse · Tap to choose · PDF, DOCX, DOC, RTF, TXT
Requirements
• Bachelor’s degree in Business, Finance, or a related field, plus 2-6 years of professional experience - ideally in investment banking, private credit, or private equity. Prior leveraged finance experience is a plus • Alternatively, a Master's degree in Finance/Management or an MBA alongside relevant professional experience gained through a mix of full-time and internships • A strong interest in capital markets and fintech. • Excellent communication and interpersonal skills; comfortable working directly with clients and cross-functional teams. • Organized and detail-oriented, with strong time management and multitasking abilities. • Proactive and reliable problem-solver who can manage multiple projects in a fast-paced, dynamic environment. • Eagerness to learn, take ownership of projects, and grow within a high-growth startup. • Remote-friendly flexibility with a high-performance, async-first culture • Work from home set up
Responsibilities
• Support client relationships - Serve as a key point of contact for assigned clients, helping build strong relationships with product users and decision-makers, and ensuring their questions and needs are addressed. • Lead onboarding and training - Work closely with internal teams to coordinate a smooth client onboarding process, assist clients in getting up to speed with the product, and deliver training to help them derive value quickly. • Participate in client meetings: Help organize and prepare for regular client check-ins and reviews, track usage data, and support conversations that highlight how clients use Termgrid. • Monitor client activity: Keep an eye on client usage data and account health; understand and flag any issues or risks early; and work with the team to resolve them. • Work cross-functionally: collect client feedback, share ideas with Product, Sales, and Engineering teams, and advocate for improvements that make the client experience even better. • Put in place best practices - Help put in place best practices and procedures across both external and internal workstreams, helping shape a rapidly growing start-up and improve our processes, making use of your prior experience
Similar Jobs
No credit card. Takes 10 seconds.